See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,817 | $101,069-93.3% | $81,478-91.6% | $147,584-95.4% |
| Participation rate | 87.5% | 74.5%+13.0pp | 68.0%+19.5pp | 82.8%+4.7pp |
| Annual return | 0.00% | 32.40%-32.4pp | 38.78%-38.8pp | 578.55%-578.5pp |
| Employer contribution / active EE | $800 | $3,205-75.0% | $2,568-68.9% | $4,876-83.6% |
| Participant deferral / active EE | $4,965 | $4,242+17.1% | $3,537+40.4% | $5,439-8.7% |
| Admin fee / account holder | $5 | $5,812-99.9% | $4,561-99.9% | $10,885-100.0% |